CPL
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Capital & Planning LLC’s Palantir PLTR Stock Holding History

Capital & Planning LLC’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$193K Buy
+1,320
New +$202K 0.12% 43

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital & Planning LLC's PLTR Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Palantir (PLTR) in Q1 2026: 1,320 shares worth $193K. The stake represents 0.12% of the portfolio and ranks #43 among its holdings.

2,996 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Capital & Planning LLC held 1,320 shares of Palantir worth $193K as of Q1 2026.
  • Palantir was a new Capital & Planning LLC position in Q1 2026.
  • Palantir made up 0.12% of Capital & Planning LLC's portfolio in Q1 2026, its #43 holding.
  • 2,996 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.